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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1926
White Pine Capital
Minnesota
$207K +$199K +4,060 New
AIP
1927
Ahrens Investment Partners
Louisiana
$207K +$200K +4,074 New
CWM
1928
Confluence Wealth Management
Oregon
$206K +$198K +4,037 New
WI
1929
Wedgewood Investors
Pennsylvania
$206K +$199K +4,051 New
RP
1930
Rice Partnership
Hawaii
$205K +$197K +4,026 New
WMA
1931
Wealth Management Associates
New Jersey
$205K +$197K +4,024 New
MIH
1932
Meitav Investment House
Israel
$204K -$20.7K -422 -10%
XSC
1933
X-Square Capital
Puerto Rico
$204K +$196K +4,001 New
TFF
1934
The Family Firm
Maryland
$203K +$195K +3,988 New
WDL
1935
Well Done LLC
Michigan
$202K +$195K +3,972 New
ZF
1936
Zhang Financial
Michigan
$201K -$15.4K -315 -7%
RWM
1937
Reston Wealth Management
Virginia
$201K +$193K +3,938 New
LSC
1938
Lesa Sroufe & Co
Washington
$201K +$193K +3,944 New
NCM
1939
Northwest Capital Management
Oregon
$201K +$194K +3,955 New
FQ
1940
First Quadrant
California
$200K -$3.19K -65 -2%
TWA
1941
TCI Wealth Advisors
Arizona
$191K -$8.53K -174 -4%
BEAM
1942
Baker Ellis Asset Management
Washington
$188K -$9.8K -200 -5%
BCI
1943
Brinker Capital Investments
Pennsylvania
$188K +$20K +409 +12%
LWM
1944
Lenox Wealth Management
Ohio
$187K – – –
AIM
1945
Advantage Investment Management
Iowa
$184K -$2.55K -52 -1%
GAM
1946
Gemmer Asset Management
California
$184K +$14.4K +294 +9%
BEI
1947
Benjamin Edwards Inc
Missouri
$183K +$108K +2,199 +158%
PWP
1948
Personal Wealth Partners
Minnesota
$183K +$176K +3,587 New
LWA
1949
Lenox Wealth Advisors
New York
$175K +$103K +2,100 +156%
TVWM
1950
Tower View Wealth Management
Wisconsin
$172K +$20.6K +420 +14%
76 77
78
79 80